Aditya Birla Sun Life Infrastructure Fund vs Tata Infrastructure Fund compare

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tortoise-icon Aditya Birla Sun Life Infrastructure Fund-Growth

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tortoise-icon Tata Infrastructure Fund-Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Fund Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1218 Cr ₹2480 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 17 Mar 2006 31 Dec 2004
Category Infrastructure Infrastructure
Fund Type Open Ended Open Ended
Benchmark Nifty Infrastructure TRI BSE India Infrastructure Index
Turn Over 48% 20.89%
Expense Ratio 2.26 2.06
Manager Dhaval Joshi Abhinav Sharma
ISIN Code INF209K01504 INF277K01782
Exits Load Exit load of 1% if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
1 Month -7.29% -9.43%
6 Month -0.33% -3.59%
1 Year 32.77% 35.09%
3 Year 22.78% 24.34%
5 Year 25.43% 26.48%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
6 Month - -
1 Year 20.92% 18.08%
3 Year 32.4% 32.43%
5 Year 31.58% 32.9%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
1 Year 10.59% 13.7%
3 Year 12.17% 11.61%
5 Year 9.76% 10.81%

Risk Management

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Standard Deviation 15.1% 13.62%
Sharp 1.38% 1.84%
Beta 0.84% 0.49%
Alpha 2.76% 8.79%

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Fund Managers

Scheme Name Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option
Name Dhaval Joshi Abhinav Sharma
Total AUM ₹361932 Cr ₹5613 Cr
Fund Manage 55 3
Aditya Birla Sun Life Infrastructure Fund-Growth Tata Infrastructure Fund-Regular Plan- Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 6.38 2.34
Large Cap 44.38 31.36
Small Cap 35.94 41.73
Mid Cap 13.28 24.57

Sector Allocation

Scheme Name

Aditya Birla Sun Life Infrastructure Fund-Growth

Tata Infrastructure Fund-Regular Plan- Growth Option

Others 6.09 2.34
Communication 5.52 -
Energy 12.66 -
Capital Goods 21.34 -
Metals & Mining 7.06 -
Construction 25.44 12.87
Financial 6.94 -
Automobile 1.19 -
Services 7.69 -
Healthcare 1.03 -
Materials 5.02 -
Cement & Cement Products - 12.76
Realty - 7.99
Electrical Equipment - 12.33
Industrial Products - 13.65
Paper, Forest & Jute Products - 1.61
Industrial Manufacturing - 3.14
Petroleum Products - 1.13
Aerospace & Defense - 0.83
Auto Components - 3.31
Telecom - Services - 1.36
Consumer Durables - 1.21
Power - 14.22
Transport Services - 3.2
Diversified - 1.06
Chemicals & Petrochemicals - 0.97
Transport Infrastructure - 5.12
Gas - 0.9

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